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February 19, 2020

An Assessment of Economic Conditions… Dallas Fed

Dallas Fed President, Robert Kaplan, on economic conditions, here... “In this context, Dallas Fed economists expect U.S. crude oil production growth

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February 18, 2020

Peak emissions?… Bloomberg

From Bloomberg, here...

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February 18, 2020

Crude oil curves…

Here is March/April WTI from Barchart.com:   And, the futures and vol curve from the CME:

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February 18, 2020

Lessons from 92 years of market return data.. A Wealth of Common Sense

No two decades look alike... from A Wealth of Common Sense, here...  

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February 15, 2020

Heating degree days, natural gas prices… EIA

The EIA’s Short Term Energy Outlook, here, has a nice chart comparing heating degree days this winter vs. average and natural gas prices:

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February 14, 2020

Natural gas prices fall to lowest Feb prices in 20 years… EIA

The EIA’s Today in Energy covers low natural gas prices: “Dry natural gas production in January 2020 averaged about 95.0 billion cubic feet per

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February 13, 2020

Less money in the hands of CTA’s… Barclayhedge.com

From barclayhedge.com, here is a charge showing assets under management by commodity trading advisors.... The data can be found here...

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February 13, 2020

Vol update, WTI…

Here is an updated implied vol chart for WTI...

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February 12, 2020

EIA revises global growth estimates down… EIA

Here is the EIA on their global demand estimates for 2020: ”the U.S. Energy Information Administration (EIA) forecasts that global liquid fuels

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